Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$207K Buy
2025
Q2
$217K Buy
2024
Q4
Sell
2024
Q3
$261K Buy
2024
Q2
$219K Buy
2024
Q1
Sell
2023
Q4
$217K Buy
2022
Q2
Sell
2022
Q1
$565K Hold
2021
Q4
$703K Hold
2021
Q3
$713K Hold
2021
Q2
$726K Hold
2021
Q1
$589K Buy
2020
Q4
$500K Buy